Category: Planning

Retirement Income Planning Gains Importance.

May 7, 2021

IRA Rollover Mistakes Can Be Irrevocable

IRA rollover mistakes are easy to make and could be impossible to correct. It’s worth understanding that every time IRA or 401(k) money is touched, it’s a gamble for those who don’t know what they’re doing.

April 20, 2021

Medicare: Things May Be Worse Than You Think.

Don’t look now, but there are major real problems ahead for Medicare.

And we’re not talking about the “down the road” distant future.

January 20, 2021

To Roll or Not to Roll

Rollover advice isn’t always straightforward – it’s often conflicted. There are issues you should address before you act.

January 7, 2021

RMDs: We’re Baaaack!

RMDs are back for 2021! Make sure you don’t get his with penalties.

December 14, 2020

Medicare Advantage Plans May Come With Unpleasant Surprises.

Maybe you should think twice before buying a Medicare Advantage plan from a football player.

November 30, 2020

Systematic Roth Conversion Strategies Can Be Powerful….

Do you know what a systematic Roth conversion is? It’s worth knowing!

November 10, 2020

When A Loved One Dies

When a loved one dies, it can be a bit chaotic. I remember when my parents passed away, they had lived a very long and happy life.

October 27, 2020

Stock Market Volatility Can Wreak Havoc on 4% Withdrawal Rates.

Often financial planning and wealth management is more about the unknowns in life than the knowns. After years of supporting roles on the Flintstones, Barney and Betty decided to retire from acting in cartoons (it’s hard to be a cartoon character!) and enjoy life.

October 12, 2020

Like the S&P 500 Index?

Like indexing? Like the S&P? You can get an index fund! Sounds good. Let’s face it, most (virtually all) investment management companies fail to beat the S&P index on a consistent basis. We all know that.

October 12, 2020

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To Roll or Not to Roll

Does The SECURE Act Make You More Secure?

7% Return? From the U.S. Treasury?

Beware of Tax Torpedoes and the IRMAA Cliff

Jim's Money Blog

To Roll or Not to Roll

May 13, 2022

Good question. Whether or not you should roll-over your retirement funds to an IRA….. it depends (#1 in the consultant’s handbook of responses).

Does The SECURE Act Make You More Secure?

April 29, 2022

Looking for retirement security?
Government spending has been out of control for decades and Congress needs to raise revenue. So, they passed The SECURE (Setting Every Community Up for Retirement Enhancement) Act in December 2019. It may secure the government’s future; but, one provision may make your heir’s retirement a little less secure.

Category: Planning

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